Design the Life You Want After Netflix

Financial Planning to Help Put Your Future in Focus

 
 

Make the Most of Your Benefits

Connect the Financial Pieces

Begin Your Next Adventure

Is Your Financial Story Ready for Its Next Act?

Working at Netflix comes with both opportunity and complexity. How do you utilize your compensation and benefits to create the future you want? You may be:

  • Thinking about early retirement, a sabbatical, or a creative pivot

  • Feeling unsure about how to align your 401(k) strategy with your plans

  • Seeking to reduce overexposure to Netflix stock without triggering big tax hits

You don’t have to figure this out alone. Our Claremont-based team works with Netflix professionals across California and the U.S. to help you create the financial freedom to achieve your goals.

Gain a Plan That Supports Financial Independence

Understand Your Benefits

Clarify how your stock shares, 401(k), and other benefits work together—and how to use each strategically.

Design a Flexible Strategy

Model timelines for retirement, sabbaticals, or transitions—and build in tax-smart withdrawals and diversification.

Step into What’s Next

Whether you want to keep creating or feel ready to retire, move forward with more clarity and control.

What Evermont Means for You

At Evermont Wealth, we understand the unique financial lives of Netflix professionals—those who blend creativity, autonomy, and innovation. Whether you’re planning for early retirement or designing your next career chapter, we help you:

  • Make informed decisions about what to do with your 401(k)

  • Diversify equity exposure and manage concentrated stock positions

  • Build a timeline for achieving your goals

  • Navigate tax implications with proactive planning

 Our Services Include:

Retirement Planning

Equity Compensation Strategy

Sabbaticals & Career Transitions

Benefits Optimization

Tax Planning

Investment Management

Insurance Review

Legacy & Estate Planning

The Plan

  • Step 1

    Schedule a 30-minute call to share your goals.

  • Step 2

    Meet virtually or in Claremont to explore your options.

  • Step 3

    Partner with us to help design your financial future.

Schedule a Call

Are We a Match?

We may be a good fit if you:

  • Are a Netflix professional facing a career or retirement transition

  • Want to align your equity, savings, and tax strategy with a flexible life plan

  • Value a fiduciary partner  to help turn your benefits into financial independence

 

Take the First Step—Schedule a Call!

Ready to turn your Netflix benefits into a flexible, retirement-ready strategy? Let’s create a plan that fits your vision and evolves with your next chapter.